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"high net worth"

    Business Growth

    5 Simple Tips to Operate in Our Regulated Industry

    by Mark Stewart October 13, 2017
    written by Mark Stewart

    It can seem too much. Maybe sometimes you feel like you need a full-time employee to comply to every regulation. The stranglehold can be daunting.

    We get it.

    That grey cloud that glooms over your advising business on occasion doesn’t have to be there. Or, at the very least, it can be less grey, and less gloomy.

    Operating in a heavily regulated environment is no walk in the park. But with the right research, preparation, and strategy—you can operate your business smoothly and successfully. Be sure to use these five actionable tips to continue to build your business in today’s regulatory climate.

    Continue Reading
    October 13, 2017
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  • Marketing + Branding

    Marketing to Women Clients [5 Ways to Get More Female Clients]

    by FIG Marketing October 3, 2016
    by FIG Marketing October 3, 2016

    Updated on February April 10, 2024, at 2:12 PM The statistics on marketing to women clients and wealth in our country provide a compelling reason for incorporating women-specific marketing and services into …

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  • Business Growth

    Segmenting Your Book of Business Effectively

    by Shawn Sigler March 10, 2016
    by Shawn Sigler March 10, 2016

    Updated October 6, 2023, at 10:46 AM When it comes to your segmenting your book of business, a little organization could help you build stronger relationships and ultimately grow your book of …

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